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The Assignments by Task Over Time portlet displays all assignments by task for all resources using the timeslices. This portlet is useful for determining which tasks a user is assigned to or how many hours the user is assigned to a task. The user may filter on certain criteria that include: project name/ID, date range, resource name/ID, and resource OBS unit. -
Assignments by Task Over Time report display all assignments by task for all resources. Information can be drilled down to yearly, quarterly or monthly level. This report helps in determining the tasks a user is assigned to or how many hours a user is assigned to a task. You can further narrow your search by OBS Type & Path, Project ID, Project Name, Task Name, Assignment Resource, Is project Active?, Is Template? And Month End date. -
Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments. -
Part of the Business Transformation collection, this bar-chart portlet displays investments and (if exists) any child investments, which are at risk with regard to the schedule of the investments.
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The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet. Column Label Description Portlet Name Name of the portlet Portlet Code ID of the portlet Field Name Name of the attribute Field Code ID of the attribute Virtual Is the attribute virtual or not id Internal code used by the query -
The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet. Column Label Description Portlet Name Name of the portlet Portlet Code ID of the portlet Field Name Name of the attribute Field Code ID of the attribute Virtual Is the attribute virtual or not id Internal code used by the query -
The portlet - Attributes on Portlets - details all attributes on every portlet in the system, whether the person viewing the list has rights to the returned portlets. The table below describes the available columns in the portlet. Column Label Description Portlet Name Name of the portlet Portlet Code ID of the portlet Field Name Name of the attribute Field Code ID of the attribute Virtual Is the attribute virtual or not id Internal code used by the query -
The Audit Trail portlet displays information about audited attributes. It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side. It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change. It is capable of reporting on the following:- Object (Resource, Project, etc.)
- Object Name (Jim Brown, Project A, etc.)
- Parent Name (if the object were a sub-object)
- Attribute code (the attribute id from the attributes list on the object)
- Operation (Update, Insert, Delete)
- Changed By
- Old Value
- New Value
- Date Changed
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The Audit Trail portlet displays information about audited attributes. It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side. It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change. It is capable of reporting on the following:
- Object (Resource, Project, etc.)
- Object Name (Jim Brown, Project A, etc.)
- Parent Name (if the object were a sub-object)
- Attribute code (the attribute id from the attributes list on the object)
- Operation (Update, Insert, Delete)
- Changed By
- Old Value
- New Value
- Date Changed
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The Audit Trail portlet displays information about audited attributes. It is nearly identical to the view and functionality of the “Global Audit Trail” offering on the admin side. It offers filters for the Object ID (resource internal id, project internal id, etc.), Object Name (Jim Brown, Project A, etc.), Changed By, a date range for the changed date and the operation of the change. It is capable of reporting on the following:
- Object (Resource, Project, etc.)
- Object Name (Jim Brown, Project A, etc.)
- Parent Name (if the object were a sub-object)
- Attribute code (the attribute id from the attributes list on the object)
- Operation (Update, Insert, Delete)
- Changed By
- Old Value
- New Value
- Date Changed
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When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft. -
When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft.
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When marking a Status Report 'Final' in a grid/list view, the system doesn't create a new 'Draft' report like it does when using the Status Report UI. For groups that prefer to manage in a grid/list, they need to always have a draft.
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The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself. -
The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
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The Auto-Approve Old Timesheets workflow process can be run through the "Execute a Process" job and may be used to quickly close out timesheets for a specified timeframe for period closure. The workflow will execute a query that will automatically approve ALL (no matter the status of the timesheet) timesheets that have a time period start date before the Approve Date specified within the process itself.
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Discover how to utilize Datalink and its expanding range of system integration connectors to automate data processing and streamline your TBM processes. This session will cover tips and tricks for efficient month-end processing, testing, and validation, as well as delve into the use of Datadrop, integration with ITP, and API implementation. Enhance your TBM experience by mastering automation and streamlining techniques. -
This training document is a Rego Consulting Quick Reference Guide to assist with the creation of Benefit Plans in Clarity’s Modern User Experience. The document reviews the process to create a benefit plan and then add it to a cost plan. -
The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan. -
The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
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The Benefits by Year portlet summarizes Benefit totals by year and is searchable by Project, OBS and Portfolio. The results display both Budgeted Benefit Plans and Forecast Plans and the associated Cost Plan. Users can make use of this portlet to view Benefit Plan totals across an OBS or Portfolio or to compare the Budgeted Benefit of a Project versus the current plan.
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Benefits by year report provides the project manager a single place to view Benefit plan and its associated benefit for various years across multiple projects. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Investment Name, Investment Manager, Investment Type, Plan Type and Is Plan of Record?. -
Benefits by year report provide the project manager a single place to view Benefit plan (Forecast /Budgeted) and its associated benefit for various years across multiple projects. Information is displayed in a bar graph and user can further drill down the details to investment level. Project Managers can use this report to analyze if the projects are giving intended benefits and take appropriate decisions accordingly. User can further narrow their search by OBS Type & Path, Plan Type (Budget/Forecast), Year and Is Plan of Record?. -
A presentation slide deck from Rego University 2022. This course reviews the new release features in ApptioOne.- Where to find new releases
- Apptio BI
- ApptioOne
- Editable Tables
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